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The CRM Zen Show Episode 282 – Midway Through My Journey

Zoho News

Implementation of the Week

  • Automated Call Summary Generation via Zoho CRM, Phonebridge, & OpenAI/ChatGPT
    • In this implementation, our goal was to build out an automation (leveraging Zoho Phonebridge call data) to automatically create Call summaries via OpenAI
    • To accomplish this, we first integrate the VoIP option into Zoho by connecting to Phonebridge
    • This gives you the option of “storing” the recording URL in the CRM Call record
    • This linking data gives us the necessary information to grab the full recording (.mp3 file) from the telephony provider (in most cases) via API
    • Then, our function sends this .mp3 file to ChatGPT with instructions to respond with a formatted summary of the Call
    • This call summary can be stored in the CRM, or even sent directly to the Call participant via an email

This Week’s Read

New On Zenatta

  • Zenatta Blogs
    • Our Top 10 Zoho Implementations For 2023
      • Our team went through and picked the top 10 implementations of 2023. Huge shoutout to our developers and consultants for putting these together over the year.
    • EV+ – Case Study
      • We want to thank EV+ for this month’s case study.  Super cool EV charging station supplier that utilizes CRM, Forms, and Analytics for their organization.

Application / Pick of the Week

  • WP Webhooks – Automate Your WordPress site above and beyond
    • This is one of the coolest picks we’ve found yet.  If you use WordPress, you know how tricky it can be getting your Zoho and WordPress integrated between the different Zoho Applications.  This application integrates with a TON of WordPress apps and allows you to easily post a webhook from a bunch of different trigger points.

Tips and Tricks

This Week’s Quizzes

Billy Bates

Senior Web Developer

Billy is a Wordpress Developer with an eye for design. His knowledge will help our company website and client sites meet their goals. Billy and his young family have just moved to Ashland Oregon, and are looking forward to exploring the area’s amazing beer, wine, and food. He also has a passion for synthesizers and drum machines.

Lucas Sant'Anna


With a background in Operations Research and Data Analysis, Lucas is a Brazilian programmer that likes to get stuff done quickly and reliably. In previous jobs, he implemented industrial job scheduling, fleet management and detailed long-haul route optimization – among other data-driven processes – to reach objectives of increased profit and reduced wasted resources. His goal is to make Zoho fully automated and with more meaningful data for spot-on decisions.